ASEAN Insight Provider, CrossASEAN Research

Angus Mackintosh

ASEAN Insight Provider

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Thematic (Sector/Industry)

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform, <a href="https://www.smartkarma.com/profiles/612" target="_blank" data-smartkarma-citation="accounts:612">Prasenjit K. Basu</a>. and canvas his views on the South East Asian Economies. Indonesia remains his favourite economy <a href="https://www.smartkarma.com/insights/indonesia-firing-on-all-cylinders-but-one-with-inflation-at-a-60-year-low" target="_blank" data-smartkarma-citation="insights:7934">Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low</a> in the ASEAN region for 2017, followed by Vietnam <a href="https://www.smartkarma.com/insights/vietnam-export-champion-is-allowing-its-banking-problems-to-fester" target="_blank" data-smartkarma-citation="insights:7221">Vietnam: Export Champion Is Allowing Its Banking Problems to Fester</a> . Singapore <a href="https://www.smartkarma.com/insights/singapore-robust-4q-2016-in-the-bag" target="_blank" data-smartkarma-citation="insights:8266">Singapore: Robust 4Q 2016 in the</a>…

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform, Prasenjit K. Basu. and canvas his views on the South East Asian Economies. Indonesia remains his favourite economy Indonesia: Firing on All Cylinders (But One) With Inflation at a 60-Year Low in the ASEAN region for 2017, followed by Vietnam Vietnam: Export Champion Is Allowing Its Banking Problems to Fester . Singapore Singapore: Robust 4Q 2016 in the…

The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

Gong Xi Fa Cai! In this review, we highlight some of the companies (stocks) that could benefit from the Chinese New Year starting this week. In general, they can be divided into two themes, namely: 1) the shopping theme, which revolves around food, retailers, and some petrochemical stocks whose product can be used in the celebration (ie IVL); and 2) the tourism theme, which includes the airlines, airport operator AOT, and low-cost hotels like Erawan. Once again, these are not necessarily stocks endorsed by MCorp Review. We are just highlighting the ones that have exposure to Chicken...I mean Chinese... New Year yo. The banks may have trouble filling their ATM machines in time, and no bank serves more retail depositors than SCB.Wishing everyone of you who reads this become a billionaire this year....but that would really lead to a stock market bubble yo!! Xian Nian Kwai Ler!! Haha...

Gong Xi Fa Cai! In this review, we highlight some of the companies (stocks) that could benefit from the Chinese New Year starting this week. In general, they can be divided into two themes, namely: 1) the shopping theme, which revolves around food, retailers, and some petrochemical stocks whose product can be used in the celebration (ie IVL); and 2) the tourism theme, which includes the airlines, airport operator AOT, and low-cost hotels like Erawan. Once again, these are not necessarily stocks endorsed by MCorp Review. We are just highlighting the ones that have exposure to Chicken...I mean Chinese... New Year yo. The banks may have trouble filling their ATM machines in time, and no bank serves more retail depositors than SCB.Wishing everyone of you who reads this become a billionaire this year....but that would really lead to a stock market bubble yo!! Xian Nian Kwai Ler!! Haha...

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Recent Resilience of the Capital Goods Industry

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China. 

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

Thai Airways International / Equity Bottom-Up

<div class="content-highlight">The Crisis and Crackdown. We've heard much about the two strongman governments in China and Thailand helping each other clamp down on zero-dollar tourism and the impact it had on airlines and hotels, but like all things in life, you never quite understand how bad things are until you experience it first-hand. The problem seems more deeply ingrained in China and therefore, more difficult to eradicate. In Thailand, where the industry is still fairly new, some large operators have had their…</div>

The Crisis and Crackdown. We've heard much about the two strongman governments in China and Thailand helping each other clamp down on zero-dollar tourism and the impact it had on airlines and hotels, but like all things in life, you never quite understand how bad things are until you experience it first-hand. The problem seems more deeply ingrained in China and therefore, more difficult to eradicate. In Thailand, where the industry is still fairly new, some large operators have had their…

Thailand

Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang) and the New Bangkok International Airport (Suvarnabhumi).. The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket.

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Airports of Thailand (AOT TB)

The Week that Was in ASEAN@Smartkarma - Groceries, Noodles and Gossip Girls

In our inaugural ASEAN weekly offering, we kick off with an interview with one of our most experienced and erudite economists on the platform,...

Angus Mackintosh

Momentum Stocks for the Chicken New Year

Gong Xi Fa Cai! In this review, we highlight some of the companies (stocks) that could benefit from the Chinese New Year starting this week. In...

Athaporn Arayasantiparb, CFA

Recent Resilience of the Capital Goods Industry

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...

Singapore Exchange Ltd (SGX)

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

Zero-Dollar Tourism in Disguise

The Crisis and Crackdown. We've heard much about the two strongman governments in China and Thailand helping each other clamp down on zero-dollar...

Athaporn Arayasantiparb, CFA

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